GBT
PBT

Grove Bank & Trust’s Permian Basin Royalty Trust PBT Stock Holding History

Grove Bank & Trust’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-500
Closed -$12.2K – 708
2023
Q1 		$12.2K Buy
+500
New +$11.9K ﹤0.01% 499

Other funds holding PBT

SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $889M AUM 43.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Grove Bank & Trust's PBT Position: Q2 2023 in Review

Grove Bank & Trust sold out of Permian Basin Royalty Trust (PBT) in Q2 2023, closing a stake of 500 shares — an estimated $12.2K sold.

Grove Bank & Trust first reported a position in PBT in Q1 2023 and held it in 1 quarter. The position peaked at $12.2K in Q1 2023. 86 funds tracked by Wall St. Rank hold PBT as of Q2 2023.

  • Grove Bank & Trust reported no remaining Permian Basin Royalty Trust position as of Q2 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 500 Permian Basin Royalty Trust shares in Q2 2023, an estimated $12.2K.
  • Grove Bank & Trust first reported a position in Permian Basin Royalty Trust in Q1 2023 and held it in 1 quarter.
  • Grove Bank & Trust's Permian Basin Royalty Trust position peaked at $12.2K in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2023.

Based on Grove Bank & Trust's 13F filing for Q2 2023, filed 27 Jul 2023.